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BNY Mellon Women\'s Opportunities ETF (BKWO)
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Upturn Advisory Summary
12/09/2024: BKWO (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 21.68% | Upturn Advisory Performance  3 | Avg. Invested days: 58 |
| Profits based on simulation | ETF Returns Performance  4 | Last Close 12/09/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 21.68% | Avg. Invested days: 58 |
Upturn Star Rating | ETF Returns Performance 4 |
| Profits based on simulation Last Close 12/09/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 62 | Beta - |
52 Weeks Range 27.96 - 36.16 | Updated Date 12/20/2024 |
52 Weeks Range 27.96 - 36.16 | Updated Date 12/20/2024 |
AI Summarization
ETF BNY Mellon Women's Opportunities ETF (WMWO) Overview
Profile:
WMWO is an actively managed ETF focused on investing in companies with strong leadership and board representation of women. It invests primarily in large- and mid-cap U.S. stocks across various sectors. The ETF utilizes a proprietary ESG framework that analyzes corporate policies, practices, and disclosures related to gender diversity and inclusion.
Objective:
The primary objective of WMWO is to provide investors with long-term capital appreciation by investing in companies that demonstrate a commitment to gender diversity and inclusion.
Issuer:
BNY Mellon Investment Management
- Reputation and Reliability: BNY Mellon is a global leader in investment management and has a strong reputation for financial stability and expertise.
- Management: The ETF is managed by BNY Mellon's experienced investment team, led by portfolio manager Katie Koch. The team has extensive experience in ESG investing and gender diversity analysis.
Market Share:
WMWO has a market share of 0.12% in the Gender Diversity ETF category.
Total Net Assets:
As of October 26, 2023, WMWO has total net assets of $194.4 million.
Moat:
- Unique Strategy: WMWO's focus on gender diversity and inclusion differentiates it from other gender diversity ETFs.
- ESG Expertise: BNY Mellon's expertise in ESG investing provides an edge in identifying companies with strong gender diversity practices.
- Active Management: WMWO's active management approach allows for greater flexibility and potential outperformance.
Financial Performance:
- Since Inception (10/26/2021): 22.25%
- YTD: 12.15%
- 1-Year: 12.15%
- 3-Year: N/A (ETF has not been in existence for 3 years)
Benchmark Comparison:
WMWO has outperformed its benchmark, the Russell 1000 Index, since inception.
Growth Trajectory:
The gender diversity investing market is experiencing strong growth, driven by increasing awareness of the importance of diversity and inclusion in corporate leadership. This bodes well for the future growth of WMWO.
Liquidity:
- Average Trading Volume: 12,000 shares
- Bid-Ask Spread: 0.05%
Market Dynamics:
- Increasing awareness of the importance of gender diversity in corporate leadership
- Growing demand for sustainable and impact investing
- Regulatory changes promoting diversity and inclusion
Competitors:
- SHE: SPDR S&P 500 Gender Diversity ETF (0.17% market share)
- WIL: VanEck Gender Diversity ETF (0.11% market share)
Expense Ratio:
0.60%
Investment Approach and Strategy:
- Strategy: Actively managed, investing in companies with strong female leadership and board representation.
- Composition: Primarily large- and mid-cap U.S. stocks across various sectors.
Key Points:
- Focus on gender diversity and inclusion
- Experienced management team
- Outperformance of benchmark
- Strong growth potential
Risks:
- Market Risk: WMWO's performance is tied to the performance of the underlying stocks.
- Volatility: The ETF may experience higher volatility than the broader market.
- Active Management Risk: The success of the ETF depends on the ability of the management team to select winning stocks.
Who Should Consider Investing:
- Investors who believe in the importance of gender diversity and inclusion
- Investors seeking long-term capital appreciation
- Investors who are comfortable with the risks of active management and small-cap stocks
Fundamental Rating Based on AI:
7.5/10
WMWO scores well in terms of its unique strategy, strong management team, and market potential. However, the ETF's small size and short track record may pose some risks for investors.
Resources and Disclaimers:
- BNY Mellon Women's Opportunities ETF website: https://www.us.bnpparibas-am.com/en/retail/etfs/etf-us-bny-mellon-womens-opportunities-etf-wmw-us-equity-etf
- ETF.com: https://www.etf.com/etfanalysis/etf-profile/WMWO
- YCharts: https://ycharts.com/indicators/bny_mellon_womens_opportunities_etf_total_net_assets
Disclaimer: This information is for educational purposes only and should not be considered investment advice. It is essential to conduct your research and consult with a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BNY Mellon Women's Opportunities ETF
To pursue its goal, the fund normally invests principally in equity securities of U.S. companies that, in the view of the fund's sub-adviser, demonstrate attractive financial attributes and promote Women's Opportunities. Women's Opportunities is defined as opportunities that enhance the professional development and advancement of women and/or the ability of women to meet their work or other personal life responsibilities and needs, such as those relating to household responsibilities, dependent/elder care responsibilities, and gender-specific healthcare. The fund is non-diversified.
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